+1,196.7%
ASX vs DOW
-15.8%
+1,212.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +1.2% |
| 7D | -0.7% | -2.4% | +1.7% | 0.0% |
| 30D | +2.0% | +0.4% | +1.6% | +1.6% |
| 3M | -1.3% | -14.4% | +13.1% | +2.9% |
| 6M | +71.4% | -7.0% | +78.4% | +69.8% |
| YTD | +135.3% | +30.2% | +105.1% | +102.0% |
| 1Y | +267.5% | +29.2% | +238.3% | +212.2% |
| 3Y | +388.5% | -36.7% | +425.2% | +445.7% |
| 5Y | +417.1% | -37.7% | +454.8% | +475.2% |
| All | +1,196.7% | -15.8% | +1,212.5% | +1,059.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling